Summit Financial’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.18M | Sell |
16,616
-8,633
| -34% | -$2.69M | 0.12% | 157 |
|
|
2025
Q1 | $13.2M | Buy |
25,249
+520
| +2% | +$272K | 0.37% | 51 |
|
|
2024
Q4 | $12.5M | Buy |
24,729
+1,201
| +5% | +$608K | 0.44% | 40 |
|
|
2024
Q3 | $13.8M | Sell |
23,528
-1,016
| -4% | -$594K | 0.54% | 31 |
|
|
2024
Q2 | $12.5M | Buy |
24,544
+6,837
| +39% | +$3.48M | 0.57% | 26 |
|
|
2024
Q1 | $8.76M | Sell |
17,707
-2,654
| -13% | -$1.31M | 0.52% | 25 |
|
|
2023
Q4 | $10.7M | Buy |
20,361
+682
| +3% | +$359K | 0.7% | 18 |
|
|
2023
Q3 | $9.92M | Buy |
19,679
+2,013
| +11% | +$1.01M | 0.73% | 18 |
|
|
2023
Q2 | $8.49M | Buy |
17,666
+11,533
| +188% | +$5.54M | 0.62% | 19 |
|
|
2023
Q1 | $2.9M | Buy |
6,133
+204
| +3% | +$96.4K | 0.25% | 41 |
|
|
2022
Q4 | $3.14M | Sell |
5,929
-1,868
| -24% | -$990K | 0.3% | 39 |
|
|
2022
Q3 | $3.94M | Buy |
7,797
+1,506
| +24% | +$761K | 0.37% | 30 |
|
|
2022
Q2 | $3.23M | Sell |
6,291
-121
| -2% | -$62.1K | 0.3% | 40 |
|
|
2022
Q1 | $3.27M | Buy |
6,412
+613
| +11% | +$313K | 0.26% | 42 |
|
|
2021
Q4 | $2.91M | Buy |
5,799
+1,478
| +34% | +$742K | 0.22% | 45 |
|
|
2021
Q3 | $1.69M | Buy |
4,321
+2,067
| +92% | +$808K | 0.14% | 52 |
|
|
2021
Q2 | $903K | Buy |
+2,254
| New | +$903K | 0.09% | 55 |
|